VNA
UCB

Valley National Advisers’s United Community Banks UCB Stock Holding History

Valley National Advisers’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50
Closed -$1K – 1168
2024
Q2 		$1K Buy
50
+10
+25% +$255 ﹤0.01% 1156
2024
Q1 		$1K Hold
40
– – ﹤0.01% 1201
2023
Q4 		$1K Buy
+40
New +$1.02K ﹤0.01% 1174

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Valley National Advisers's UCB Position: Q3 2024 in Review

Valley National Advisers sold out of United Community Banks (UCB) in Q3 2024, closing a stake of 50 shares — an estimated $1K sold.

Valley National Advisers first reported a position in UCB in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q2 2024. 275 funds tracked by Wall St. Rank hold UCB as of Q3 2024.

  • Valley National Advisers reported no remaining United Community Banks position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 50 United Community Banks shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in United Community Banks in Q4 2023 and held it in 3 quarters.
  • Valley National Advisers's United Community Banks position peaked at $1K in Q2 2024.
  • 275 funds tracked by Wall St. Rank held United Community Banks as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.